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Equities Portfolio Advisory—Smarter Decisions, Faster

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Test your portfolio →

First,…Test your Stock Portfolio — for free!Free

Test your current stock portfolio to know its potential. It's not about past performance, it's about potential profitability of your current holdings. Test it here.

Test your portfolio →

Optimizer — Then, if you wish, proceed to Optimize your Stock Portfolio — for a fee

What do you get from the Portfolio Optimizer?

The Portfolio Optimizer reviews your current portfolio by analyzing the stocks in it against our proprietary model — Liquidity, P/E, Beta, Analyst Consensus Targets, and more — to determine which ones fit your lifestage investment profile (age, net liquid assets etc.) and then proceeds to construct a new more optimal Portfolio (with deletions and additions).
Secondly, avoiding the bias of your current portfolio, the Optimizer also constructs a completely independent portfolio for your consideration, based on your lifecycle.

Sample Optimizer ReportIllustrative

A preview of what a finalized Acct looks like once the Optimizer has run — sample numbers only, not a live report. Scroll within the panel for more, and sideways on any table for its remaining columns.

As entered

Stock Holdings

The client's current positions, before restructuring.

Symbol

Company Name

Shares Held

Market Price *

Market Value

% of Portfolio

Consensus Target

Potential Valuation

Potential Gain/(Loss)

1
NVDA
Nvidia Corp
235
$187
$44,044
29.7%
$215
$50,525
+$6,481

2
MSFT
Microsoft Corp
72
$512
$36,870
24.9%
$561
$40,392
+$3,522

3
AAPL
Apple Inc
133
$242
$32,126
21.7%
$262
$34,846
+$2,720

4
XOM
Exxon Mobil
132
$121
$15,980
10.8%
$127
$16,764
+$784

5
F ✕
Ford Motor Co
950
$11
$10,640
7.2%
$10
$9,310
-$1,330

6
T ✕
AT&T Inc
410
$21
$8,549
5.8%
$20
$7,995
-$554

TOTALS
$148,209
100%
$159,832
+$11,623

* Market Price is the Previous Trading Day’s Closing Price, not the real-time intraday price.

Premium — Allocation

Restructured Portfolio Breakdown

Ford and AT&T screened out for this lifecycle profile — residual money shown as cash pending new additions.

NVDA

31.8%

MSFT

26.6%

AAPL

23.2%

XOM

11.5%

Cash (residual)

6.9%

Premium — Reconstruction

New Additions

$9,563 freed from removed positions (Residual Money) reinvested below toward a target of 7 stocks.

Symbol

Company

Market Price *

Potential Yield %

Matrix No.

Wt. Allocation

Shares to Buy

Cost

Potential Valuation

Potential Gain/(Loss)

LLY
Eli Lilly
$872
+9.9%
6
$5,300
6
$5,234
$5,752
+$518

JPM
JPMorgan Chase
$289
+6.9%
5
$2,650
9
$2,602
$2,782
+$180

V
Visa Inc
$312
+7.3%
7
$1,600
5
$1,562
$1,676
+$114

TOTALS
$9,550
$9,398
$10,210
+$812

* Market Price is the Previous Trading Day’s Closing Price, not the real-time intraday price.

Premium — Final Output

Final Consolidated Portfolio

Restructured holdings + New Additions, adjusted for concentration.

Symbol

Company Name

Source

Market Value

% of Portfolio

Potential Valuation

Potential Gain/(Loss)

1
NVDA
Nvidia Corp
Held
235
$44,044
31.8%
$50,525
+$6,481

2
MSFT
Microsoft Corp
Held
72
$36,870
26.6%
$40,392
+$3,522

3
AAPL
Apple Inc
Held
133
$32,126
23.2%
$34,846
+$2,720

4
XOM
Exxon Mobil
Held
132
$15,980
11.5%
$16,764
+$784

5
LLY
Eli Lilly
New
6
$5,234
3.8%
$5,752
+$518

6
JPM
JPMorgan Chase
New
9
$2,602
1.9%
$2,782
+$180

7
V
Visa Inc
New
5
$1,562
1.1%
$1,676
+$114

TOTALS
$138,418
100%
$152,737
+$14,319

See Your Portfolio

Market value by holding

Potential

Allocation by holding

NVDA

MSFT

AAPL

AVGO

JPM

LLY

GOOGL

XOM

TSLA

Market Pulse

NVDA

Nvidia extends rally as AI chip demand outpaces supply forecasts

8m ago

FED

Fed signals potential rate pause amid cooling inflation data

22m ago

MSFT

Microsoft's cloud unit posts stronger-than-expected quarterly growth

41m ago

OIL

Crude oil slips on rising inventories as OPEC+ output holds steady

1h ago

S&P

S&P 500 hovers near record high as tech leads broad market gains

1h ago

Frequently Asked Questions (FAQs)